how to format image in classic email template salesforce

Upload Images for 'HTML (using Classic Letterhead)' Email Templates.

• Click your name | My Settings.
• Click Email | Email Templates.
• Click New Template.
• Click HTML (using Classic Letterhead).
• Click Next.
• Create a name for your template and choose a letterhead and email layout.
• Click Next.
• Place your mouse in the email body where you would like your image to be displayed.
• Hover your mouse over the "Insert Image" tool on the toolbar at the top of the page. The inserted image appears left aligned and can only be moved up ...
• A new window pops up and you see your image document appearing in the list.

Full Answer

Which email templates are available in Salesforce classic?

Email Templates are available in Salesforce Classic but in all editions. There are certain Editions in which mass email option is not available i.e. Personal, Contact Manager, and Group Editions. In Personal Edition, HTML and VisualForce email templates are not available.

How to add images to email templates in Salesforce Lightning?

Add images to email templates in Salesforce Lightning easily by dragging an image component from the left-hand sidebar on to the email canvas. 5. Welcome to the Lightning Email Builder! You’ll recognize the layout of the Content Builder. On the left-hand side are the drag and drop components.

How do I edit a Visualforce email template?

Whenever we create or change Visualforce email templates. For text templates, click Edit to change the message content, subject, or merge fields.

Can I send mass emails with a visual force template?

Both text and HTML emails can be used when sending mass emails, but they cannot be sent out with a Visual Force template. Only HTML and Visual Force templates allow you to place images within the text. There is likely a company standard for sending emails with or without letterhead.

How do I use an image in classic email template in Salesforce?

Add Images to Email Templates in Salesforce ClassicAdd an image to the Documents tab.On the Documents home page, open the image by clicking its name.Right-click the image and get its reusable URL address. ... Open your custom HTML or Visualforce template.More items...

How do I add a logo to a classic email template in Salesforce?

Navigate to Gear icon | Setup | Email | Classic Letterheads.Select your letterhead by clicking on the label.Select Edit Letterhead | Select Logo.Click to select the appropriate image. Then click Save.

How do I insert a picture into an email template?

Click in the body of the email and place your cursor where you want to image to appear. Click on the Insert an Image button in the Formatting Controls bar. - The Insert an Image button is the small picture of a tree and cloud. Click the Save button.

How do I edit an email template in Salesforce Classic?

To edit or delete a template, click Edit or Del next to the template name in the list. Click New Template to create any type of Classic email template. If you have the “Manage Public Classic Email Templates” permission, you can click [Change] next to the Author field to select a different author.

How do I add images to classic Salesforce?

Add the Image File to Documents:Go to the Documents Home page. ... Under Recent Documents, click New.Give the image a descriptive name and store in Shared Documents. ... Click the Choose File button and navigate to the image file to import.Click the Save.

How do I import an image into Salesforce Classic?

Follow the below steps.Go to Setup >Create> Apps.Click Edit in front of your app.Click on Insert Image . Now a pop up will appear with your uploaded logo. If you cannot see the file you want make sure file location is exactly that you want from the above drop down box.Click on the image name.Click Save.

How do I insert a picture into a template?

Inserting a Graphic File External to the Current TemplateIn the template, position the cursor where you want to insert the image file.Click the INSERT Field button. ... Select INSERT Image.Next to the Image file to insert field, click the Open button; then browse to and select the graphic file you want to insert.More items...

How do I embed a PNG in an email?

Here's what to do:Create a new document in Microsoft Word.Paste in the content for your email.Drag the PNG into the Word Document.Arrange and place the PNG where it will appear in the email.Hit Ctrl+A (Windows) or Cmd+A (Mac) to select everything in the Word Document (including the PNG).More items...

How do I embed an HTML image in an email?

Html Email with Embedded ImageCreate the Html Body with tag.Create the Images.Attach the Image resource using cid.Send Email.

How do I add an image to a Salesforce email template?

Using Image TagsAdd an image to the Documents tab.On the Documents home page, open the image by clicking its name.Right-click the image and get its reusable URL address. When you use the URL, you reference the copy of the image on the Salesforce server.Open your custom HTML or Visualforce template.

How do I edit classic email templates in lightning?

Modify or Create Email Templates in Lightning ExperienceFrom the App Launcher, select Email Templates.Click New Email Template and enter a name.Click Select Folder, select a folder, and click Select Folder.Compose the email to use as your template.Click Save.

How do I add a custom field to a Salesforce email template?

In the email composer, click the merge field button to see the merge field picker. Select a merge field and click Insert. Click the Template button and select Save as new template... to save your email as an email template you can use in the future. In Salesforce Classic, use the format {!

How to use email template?

You can use your email template by going to a contact page, scrolling down to the bottom and clicking the "Send an Email" button under "HTML Email Status.". Click "Select Template" at the top and choose your newly created template. You can also mass email contacts with your template.

What is Salesforce Lightning?

If you are using Salesforce Lightning, click the icon that resembles a gear. Salesforce Lightning is the new user interface for Salesforce that launched in 2015. Most new Salesforce users will use the Lightning interface, but many users still use the classic Salesforce interface.

How to mass email contacts?

You can also mass email contacts with your template. Go to the "Contacts" tab, scroll to the bottom and click "Mass Email Contacts" under the "Tools" section. You will be led through the process of choosing a template and choosing a contact list before sending.

How to make a letterhead?

The first time you create a new letterhead, you will be given some information about letterheads. Click Next to continue. To create a new letterhead, click New Letterhead.

Can you create an email template in Salesforce?

You can create an email template that can be sent out en masse, allowing you to reach customers quickly. This article will tell you how to create an email template in Salesforce.

Can you send emails with HTML?

Both text and HTML emails can be used when sending mass emails, but they cannot be sent out with a Visual Force template. Only HTML and Visual Force templates allow you to place images within the text. There is likely a company standard for sending emails with or without letterhead.

Does Salesforce email have tracking?

Salesforce HTML emails are set up for tracking, so you can easily find out if someone has opened your email and how many times they have read it. A text email does not have tracking, but it runs a high risk of being filtered by anti-spam programs. ...

What is an email template?

Email Templates are designed for consistent mails so as to increase productivity. Before we discuss further about Email Templates, let us know about the required editions under which Email Templates works.

Can you leave text only in Salesforce?

But it is recommended to leave the Text Only Version Blank If you leave it blank, Salesforce automatically creates the text-only content based on the current HTML version. If you enter content manually, subsequent edits to the HTML version aren't reflected in the text-only version.

How to use template in Outlook?

To use the template in the future, navigate to your Contact or Case record and click the Email button. Instead of typing out a new email, click the Insert, Create, or Update Template button and select Insert a Template. You can now choose the template you created and use it for the email activity.

How many types of email templates can I create?

Once you click the New Template button, you will see you can create four different types of email templates. Each option allows you to create a template. For example, the HTML with Classic Letterhead allows you to create a template and layout using your company’s letterhead.

Can you automate email in Salesforce?

Once you set up your email automation, you don’t have to track and email customers individually and find information from multiple records, as the system will do that work for you.

Can you automate Lightning email templates?

The Lightning templates are similar; however, they are currently only used as “one off” templates. That means that you cannot automate them like the Classic Email Templates. Salesforce has plans to allow automation in the future, but you can use them to send emails to individual recipients for now.

Can you edit email templates in Content Builder?

You cannot edit classic email templates in the Content Builder; you have to create new Lightning email templates. However, updating an Email Alert is simply a matter of editing the Email Alert, pointing and clicking and selecting the new Lightning email template.

Can you use email templates in Salesforce?

As discussed, you can use these in an Email Alert or end users can use them directly within Salesforce when creating an email. At the bottom of the email screen, there’s the insert, create or update template button, which users can click to select the template that they want.

Can you edit Lightning email templates?

Lightning Email Template Limitations. You cannot edit classic email templates in the Content Builder; you have to create new Lightning email templates. However, updating an Email Alert is simply a matter of editing the Email Alert, pointing and clicking and selecting the new Lightning email template.